FINANCIAL SERVICES

Presidio Financial Services (trading as WB Financial) are specialists in financial advice. We take the time to genuinely understand your goals and current circumstances so we can develop a strategy to create the lifestyle you seek.

Whether you just need advice and guidance on certain matters or detailed, step by step support, we will tailor a plan to ensure you achieve financial independence and success.

Our modelling tools will show you the financial future you’re currently heading towards compared with what you could achieve by adopting alternative approaches. This comprehensive plan will help you to see where your financial choices are leading to ensure you invest with confidence.

BELOW ARE KEY AREAS THAT WE WILL ASSIST YOU IN:

​ Cash-flow Management

We’ll create a cash flow plan to ensure your funds work for you. We’ll implement systems that will help you take the stress out of personal and business cash flow management.

​ Debt Management

We’ll help you choose the right type and level of debt to achieve your goals. We’ll

present a wide array of loan products to ensure you choose the one that’s right for you.

​ Estate Planning

Help reduce the stress and burden on your family. We’ll create a plan that makes the

transition easier for all parties when the time arrives to pass on your estate.

​ Investment Management

We’ll help you understand your risk profile so you can follow a strategy that fits your needs. We’ll provide you with thoroughly researched investment options and educate you so you can make better, more informed decisions.

​ Life/Income Protection

We’ll ensure your family is cared for in the event of the unexpected by recommending

​ Buying a home

Property is a key component in many Australians’ wealth creation plans. We’ll help you understand the risk and advantages of property ownership to ensure you make the right purchasing decisions.

​ Superannuation

We’ll help you understand the important role superannuation plays in your retirement plan. We’ll also help you navigate the investment opportunities provided by Self Managed Super Funds (SMSF) so you can tailor your super investment to your lifestyle and goals.

​ Working with your Business

As a business owner, you have a complex set of financial needs. We ‘ll provide advice to help you more effectively manage capital expenditure, future growth, asset protection, tax, risk mitigation and cashflow.